Kuhn Capital Partners is focused on the compounding of our clients’ capital invested with our firm. We view our portfolio as a conglomerate of minority interests in companies that happen to be publicly listed.
We employ a concentrated, research intensive strategy where we wait for what we believe to be the complete “no-brainer” investments.
A Common-Sense Approach to Investing
“Stocks are not just pieces of paper that flash around and trade on screen all day, they’re fractional ownerships of real businesses with real assets and real managers. If you view yourself as a business analyst instead of a stock market analyst, you will be way ahead of everyone else”
– Andrew Kuhn
Areas of Focus
Characteristics required over holding period
Free Cash Flow Generative
Strong Moat / Dominant Competitive Advantage
Available at an attractive price relative to intrinsic value
We believe if we put together a portfolio of businesses that fit these criteria, the odds of success will be skewed in our favor